Senior Account Servicing Specialist

Senior Associate, Client Account Management (KYC)

Over the last 20 years, Ares’ success has been driven by our people and our culture. Today, our team is guided by our core values – Collaborative, Responsible, Entrepreneurial, Self-Aware, Trustworthy – and our purpose to be a catalyst for shared prosperity and a better future. Through our recruitment, career development and employee-focused programming, we are committed to fostering a welcoming and inclusive work environment where high-performance talent of diverse backgrounds, experiences, and perspectives can build careers within this exciting and growing industry.

Job Description

Primary responsibilities: 

• Supporting the legal teams with daily monitoring and responding to various KYC requests 

• Gain familiarity with our fund structures across lines of business 

• Work with key partners in all business lines to assist with data management including but not limited to: financing data, account opening data, investor data and portfolio setup 

• Cross train and undertake account opening responsibilities and related tasks with custodian banks, which also entail the monitoring and managing of pipelines and systems tied to this vertical 

 

Required knowledge: 

• Strong intellect with solid quantitative, corporate and analytical skills and attention to details 

• Strong knowledge of various investment types such as fixed income, bank debt, derivatives, and equities 

• Strong written and verbal communications skills 

• Knowledge of complex fund structures a plus 

 

Required experience: 

• 6 to 9 years of experience in investment management or related firms, with experience in KYC, portfolio compliance a plus 

• Direct experience partnering with various business units to ensure operational efficiency 

• Experience successfully developing an operations platform that is scalable and agile to accelerated growth and ever-changing needs 

 

Required education: 

• Relevant Bachelor’s degree from an accredited University 

 

General requirements: 

• Self-motivated and driven; ability to work effectively in a collegial, fast moving, demanding, and dynamic environment 

• Genuine passion for customer service and quality with a highly collaborative approach 

• Experience with asset management systems or other relational databases 

• Experience at a regional, national, or global financial services firm 

• Self-starter, exceptional communication, and organizational skills necessary 

• Ability to work independently as well as with “the team” 

• Excellent oral and written communication skills and computer literacy 

• Knowledge of Microsoft Windows, Word, Excel, Outlook 

• Creative problem solver 

Reporting Relationships

Associate Vice President, Treasury Operations

There is no set deadline to apply for this job opportunity. Applications will be accepted on an ongoing basis until the search is no longer active.

Experience Level

Senior Level